HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.5B
AUM Growth
+$6.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,570
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$74.5M
3
+$52.9M
4
BND icon
Vanguard Total Bond Market
BND
+$50.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.2M

Top Sells

1
+$33.8M
2
+$33.5M
3
+$33M
4
IAU icon
iShares Gold Trust
IAU
+$31.3M
5
TFC icon
Truist Financial
TFC
+$29.3M

Sector Composition

1 Technology 13.99%
2 Financials 10.34%
3 Healthcare 7.01%
4 Consumer Discretionary 6.47%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
$180K ﹤0.01%
16,818
-2,000
3002
$180K ﹤0.01%
+15,569
3003
$180K ﹤0.01%
10,475
-188
3004
$178K ﹤0.01%
+87,332
3005
$176K ﹤0.01%
+20,195
3006
$176K ﹤0.01%
23,960
3007
$175K ﹤0.01%
+21,917
3008
$175K ﹤0.01%
16,850
-17,781
3009
$173K ﹤0.01%
19,350
-196
3010
$173K ﹤0.01%
21,212
-123,524
3011
$172K ﹤0.01%
27,911
-5,235
3012
$171K ﹤0.01%
67,484
+2,500
3013
$170K ﹤0.01%
12,242
-557
3014
$170K ﹤0.01%
16,895
-3,902
3015
$170K ﹤0.01%
30,405
3016
$169K ﹤0.01%
26,360
-118
3017
$169K ﹤0.01%
31,238
3018
$169K ﹤0.01%
11,488
+468
3019
$168K ﹤0.01%
11,160
-66,178
3020
$167K ﹤0.01%
12,317
+1,714
3021
$167K ﹤0.01%
15,450
+560
3022
$166K ﹤0.01%
14,717
+128
3023
$165K ﹤0.01%
14,766
-5,859
3024
$163K ﹤0.01%
30,000
3025
$163K ﹤0.01%
15,118
-22,057
119 120
121
122 123